Reporting Guide Overview
ES Loyalty
Reporting Guide Overview
A brief description of two training handbooks available for Exchange Solutions products. Use this page to understand what each handbook covers, who it is for, and how to get the most out of it.
Loyalty Product Reporting Training Handbook
What it covers
The Loyalty Product Reporting Training Handbook is a comprehensive reference for the Loyalty Product Dashboard — a suite of 18 dashboards for analyzing loyalty program performance. For each dashboard, it documents the purpose, available filters, charts, and key metrics, and includes worked example scenarios for more complex dashboards such as Promotion Details and Promotion Impact.
Program financials and liability
Balances and Composition, Ranges, Expiry Forecasting, Vendor Billing
Promotion and campaign performance
Promotion Summary, Promotion Details, Frequency Offer Details, Promotion Impact
Member behavior and segmentation
Membership Trends, Loyalty Members (five sub-views), Membership Tiers
Points and rewards tracking
Point Bank, Points Lifecycle including FIFO Details, Tier Rollover
Fraud monitoring
Fraud Report: Members with Negative Balances
Sales analysis
Sales Activity, Sales Activity – Product Details, Data Cube
Intended audience
This handbook is written for business users and analysts who use the Loyalty Product Dashboard day-to-day — typically loyalty program managers, marketing analysts, finance teams, and client success teams at organizations running an ES Loyalty program. It assumes familiarity with loyalty program concepts such as points, tiers, redemptions, and promotions, but does not require technical or developer knowledge.
It is also a useful onboarding resource for new team members who need to understand what reporting is available and how to navigate it.
How to get the most out of it
Start with the Common Filters section
Most filters — Date, Date Group, Date Element, and the data cube Category dimensions — appear across all dashboards. Understanding these once saves time throughout the rest of the handbook.
Use the Annotations and Footnotes section as a reminder
Every dashboard has hover-over notes built in. Hover over the info icon in the top-left of any dashboard before diving in.
Navigate by task, not by order
The handbook is organized by dashboard — jump directly to the section you need. If you are investigating promotion performance, go straight to Promotion Summary or Promotion Impact.
Use the example scenarios
Dashboards like Promotion Details and Promotion Impact include worked step-by-step scenarios. These are the quickest way to understand how filters interact on complex dashboards.
Reference the Points Lifecycle section carefully
FIFO tracking and earned-vs-reporting period logic are the most technically nuanced parts of the dashboard. Read the metric definitions and trend interpretation guidance thoroughly before using that dashboard.
Loyalty Boost Product Reporting Handbook
What it covers
The Loyalty Boost Product Reporting Handbook documents the reporting, measurement framework, and configuration of ES Loyalty Boost — an AI-driven offer personalization layer that sits on top of the core ES Loyalty program. Boost uses machine learning to optimize which offers individual members receive, with the goal of maximizing engagement, spend, and incremental revenue.
Campaign reporting
The Campaign dashboard and its three views: Campaign Summary, Campaign Details, and supporting visualizations covering KPIs such as incremental spend, margin, ROI, and cost of points.
Measurement methodology
How Boost measures incremental impact through Global Test and Control groups and Offer-Level Test and Control groups, including how to interpret incremental sales lift, efficiency, and spend per member.
Configuration and control treatments
Options for how control group members are treated — no offer, static offer pool, or random offers — and the trade-offs between measurement precision and member experience.
Budget management
How Boost budgets are tagged, tracked, and separated from other loyalty budgets — including vendor-funded allocations — to ensure accurate reporting and prevent overspend.
Intended audience
This handbook is written for loyalty program managers, marketing strategists, and client success teams who are actively running or evaluating Boost-optimized campaigns. It assumes a working knowledge of ES Loyalty program operations and an interest in understanding how AI personalization is measured and validated.
It is also relevant for finance and analytics teams who need to understand how Boost ROI is calculated, how incremental revenue is attributed, and how Boost budgets interact with the broader loyalty program budget structure.
Technical configuration details such as control treatment mode selection are typically handled by Exchange Solutions, but the handbook provides enough context for business users to understand what has been configured and why.
How to get the most out of it
Read the measurement methodology section first
The value of Boost is only meaningful if you understand how it is measured. The Global Test and Control and Offer-Level Test and Control sections explain the two-layer measurement approach — start here before looking at any campaign results.
Understand the control treatment trade-offs
The handbook explains three control group treatment modes: no offer, static offer, and random offer. Each has a different impact on member experience and measurement precision. Knowing which mode your program uses helps you interpret results correctly.
Use the Campaign Summary as your starting point
The Campaign Summary view is designed as a landing page. It surfaces top-line KPIs — incremental spend, ROI, cost of points — before you drill into Campaign Details for offer-level breakdowns.
Pay attention to the budget tagging guidance
If your program includes vendor-funded offers, the budget section explains how Boost and non-Boost budgets are separated. Misreading a combined budget figure is a common source of confusion.
Cross-reference with the Loyalty Product Reporting Handbook
Some metrics — such as member spend, transactions, and basket size — appear in both handbooks but are measured differently. Boost compares test versus control groups; the Loyalty reporting handbook tracks program-wide trends. Being clear on which lens you are using matters when reporting results to stakeholders.